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| | | The financial adviser who helped set up Aon's wealth management business in Singapore lends her expertise in a newly-created role at Trellia Wealth Partners. Belinda Barclay has been appointed head of adviser engagement at Trellia Wealth Partners ... |
| | | | Netwealth observed record growth over the first quarter of the financial year, with both funds under administration (FUA) and funds under management (FUM) increasing by $3.4 billion and $2.4 billion, respectively. Market movements also contributed $0.8 ... |
| | | | ... returns among the asset classes examined. CFA Society Australia chief executive Lisa Carroll said allocations needed to account for fees, liquidity, governance and portfolio construction, with contribution levels and investment time horizons remaining ... |
| | | | ... or high-risk managed investment schemes. Dixon Advisory, United Global Capital, and Shield and First Guardian together account for $147 million, or 87%, of the 2026-27 compensation costs," it said. "A key design principle for the scheme at the outset ... |
| | | | Treasury is consulting on extending the powers of the Australian Taxation Office (ATO) to strengthen its response to financial abuse. This would allow the taxation office to pause debt recovery against victim-survivors, pursue the debts from perpetrators ... |
| | | | ... "Getting valuations right matters. Accurate investment valuations are particularly important as they directly affect members' account balances, reported investment returns, fees charged and therefore retirement outcomes," O'Rourke said. The review also ... |
| | | | Australia's exchange-traded fund (ETF) industry attracted $6.9 billion in net inflows during September, taking total assets under management to a record $388 billion as investors continue to favour index-based strategies, international equities and ... |
| | | | ... investments and insurance. For its Direct Investment option (DIO), members previously could only invest up to 20% of their total account balance in a single listed security. From October 1, the 20% limit no longer applies to all ETFs and LICs, while ... |
| | | | Brighter Super has launched two new low-cost indexed share options, expanding its investment menus to meet adviser demand. Available since October 1, Indexed International Shares and Indexed Australian Shares options provide a passively managed way ... |
| | | | ASIC is proposing to extend its product intervention order governing contracts for difference (CFDs) until 2037, while tightening protections to address risks posed by increasingly varied ways of settling the complex, leveraged products. The regulator ... |
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